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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,881 | $124,346-73.6% | $111,308-70.5% | $167,536-80.4% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 8.66% | 37.45%-28.8pp | 54.67%-46.0pp | 478.82%-470.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,820 | $5,182-64.9% | $4,487-59.5% | $6,342-71.3% |
| Admin fee / account holder | $2,437 | $10,621-77.1% | $7,965-69.4% | $12,315-80.2% |